The document provides instructions for creating locations, organizations, and assigning organizations in a master-member relationship in inventory management. It also covers defining subinventories within organizations and creating a custom user with restricted access only to specific organizations.
Inter- and Intracompany Setups
Document Sequences
Secondary Ledgers and additional setup options
Restricting ,Grouping Data and Security
Ledger Sets to Group Ledger Access
Data Access Sets
Security Rules
General Ledger Profile Options
A business group is the highest level of organization and the largest grouping of employees across which you may report. A Business Group holds a complete, self-contained set of information on work structures, remuneration policies and employees. Each Business Group can have just one particular set of segments defined for its Job, Position, Grade, Employee Group and Cost Allocation key flex fields.
A business group is a basically Human Resources organization to which you assign employees. You assign each operating unit to a business group in the financial options setup. You can assign the same business group to different operating units including to operating units in different financial sets of books. You can setup a separate business group for each operating unit if you want to segregate and maintain each group of employees separately. Oracle provides one setup business group you can use.
Inter- and Intracompany Setups
Document Sequences
Secondary Ledgers and additional setup options
Restricting ,Grouping Data and Security
Ledger Sets to Group Ledger Access
Data Access Sets
Security Rules
General Ledger Profile Options
A business group is the highest level of organization and the largest grouping of employees across which you may report. A Business Group holds a complete, self-contained set of information on work structures, remuneration policies and employees. Each Business Group can have just one particular set of segments defined for its Job, Position, Grade, Employee Group and Cost Allocation key flex fields.
A business group is a basically Human Resources organization to which you assign employees. You assign each operating unit to a business group in the financial options setup. You can assign the same business group to different operating units including to operating units in different financial sets of books. You can setup a separate business group for each operating unit if you want to segregate and maintain each group of employees separately. Oracle provides one setup business group you can use.
Creating a
User Menu
Responsibility
User
Flexfields
Value sets
Values
Profile settings
Location
Business Group
Job
Position
Grade
Employee Creation
&
SIT's & EIT's
This is very helpful technical guide to learn the complete process of Payroll in Oracle HRMS pertaining to following steps,
1. Running the Payroll and Reviewing the Results
2. Running the Prepayments,
3. Running the Costing,
4. Transferring the Payroll to General Ledger (GL)
5. Importing the Journals and Posting them
Thanks,
Faisal Anwar
firstfaisal@yahoo.com
+971 555749650
+92 335 0979700
Creating a
User Menu
Responsibility
User
Flexfields
Value sets
Values
Profile settings
Location
Business Group
Job
Position
Grade
Employee Creation
&
SIT's & EIT's
This is very helpful technical guide to learn the complete process of Payroll in Oracle HRMS pertaining to following steps,
1. Running the Payroll and Reviewing the Results
2. Running the Prepayments,
3. Running the Costing,
4. Transferring the Payroll to General Ledger (GL)
5. Importing the Journals and Posting them
Thanks,
Faisal Anwar
firstfaisal@yahoo.com
+971 555749650
+92 335 0979700
In previous presentations, we showed you how to choose a CRM system and gave you a comparison of the top 4 CRM software options for small businesses. If you followed our advice and chose Insightly for your CRM, it’s now time to set it up. That’s the topic of today’s presentation.
See more at: http://fitsmallbusiness.com/how-to-set-up-insightly/
Create item organization and inventory organizationnsai6290
Item Org Creation Navigation: Setup and Maintenance Manage Item Organization Now we are going to create an Item Organization For creating an Item Organization we should select the particular Implementation Project and Type the
keyword ‘%item%org%’ and select the Manage Item Organization and select the go to task button highlighted in the image
1
11
Assignment Learning Objectives:
BSIS 105
Assignment 3Purchasing Example Using SAP ERP
Primary Learning Objectives:
· Experience the steps in a typical purchasing transaction
· See how an ERP system handles a typical purchasing transaction
The objective of this assignment is for you to become familiar with the steps and the documents involved in a typical purchasing transaction and also investigate how the SAP system operates for this type of transaction. We will be using the financial accounting (FI) and the materials management (MM) modules of SAP. We start by creating the master data in the system. We create master data for a new material and a new vendor and then link these together using an information record. After that we run through a transaction in which we purchase the material we just created from the vendor we also just created. As the various steps of the purchase are recorded in SAP, we will ask you to answer some questions about what is occurring.
Keep in mind that this business process is normally done by more than one person in order to properly segregate duties and maintain authorization controls. However, in this exercise you will do all of the steps from your individual SAP logon.
You will perform the following tasks:
Create a material master
Create a vendor master
Create an information record to link the vendor and material
Create a purchase order for the material
Receive the material
Receive the invoice from the vendor
Make payment to the vendor
For all of the following work you will use your own company code. This company code is based on the SAP number assigned to you (see Blackboard grades). Whenever you see the value XX in the assignment you will substitute your assigned SAP number. Be sure to use only your assigned SAP number.
Step 1: Create a Material Master record for a Trading Goods
The material master record contains all the data required to define and manage a material. In SAP this is formally part of the Materials Management (MM) module. However, some important accounting information is also contained within this record. For example, product cost and pricing information and also tax information are contained within the material master record.
The master record consists of individual views and the individual views are presented in the form of tabbed pages. These views are organized on a functional or departmental basis. Each department has its own view that permits easy access and maintenance. In other words, data is integrated from engineering, manufacturing, sales and distribution, purchasing, accounting and other departments. This master data is used as a source of data for purchase order processing throughout the procurement cycle. For simplicity, we are ordering a trading good that we will subsequently sell. Trading goods are items that we purchase for resale. There are other types of goods such as raw materials that are used to manufacture finished products. The .
5. Save it.
We just created locations (hyd,pune11,goa11)
Step 2:
Now I want to create organizations and assign each organization for locations
Nav : setuporganizationsorganizations
7. Save this
After save.. come for organization classifications tab in this form
Give name: inventory organization
Enable the enable option
Again save it.
8. Click others tab :
In inventory organization we have the options /parameters like
1. accounting informations
2. inventory informations
9. 3. receiving informations
1.accounting information:
In accounting information , we have to enter the parameters like
Primary ledger, legal entity,operating units
For these parameters I’l give default option that is vision operations..
Because when ever we go with our own multi organization.. then we should enter
our own primary ledger option, and every thing.. so just we are using default
parameter option for these things..
11. Click ok in the above accounting information form.
Then save it.
Now, accounting information is completed in our organization.
Step 2:
Enter inventory information.
Click others options
14. Here observer carefully..
My organization is : mm hyd12
My organization code: mmh
Calendar :vision01
Enter costing information in below screen..
15. Yellow fields are mandatory in any form.
White color fields are optional
16. Revision ,lot,serial and lpn tab
Starting serial number you should mention.. ex:01 or 02 etc.,
Now go with extendable tab arrow mark..
Other Accounts tab
18. Then save this..
When you save this costing tab information nevar change..
Save .
Step 3:
RECEVING OPTIONS:
19.
20. RECEIPT DAY EARLY,DELAY,TOLER
ANCE ACCOUNTING INFORMATION
YOU SHOULD ENTER AND THEN SAVE IT
Now it has been completed.
We created one organization , for this organization we entered 1.accounting
information,2. inventory information 3.receiving information.
II.
Create another organization as mm bglr12 :
Organization: mm bglr12
Location : Bangalore
21. Save .
2. click others
** here our organization : mm bglr12
Previous organization:mm hyd12
Now , I want to assign mm bglr12 organization is as member organization to
mm hyd12.
So, now master organization is : mm hyd12
Member organization is : mm bglr12
22. Mm bglr12 organization code is mbg
Item master organization (master org) is : mm hyd12
Remaing costing , and each details are same as previous organization.
Coming to receiving option.
23. Note :
Here we don’t give any parameter information manually .. except inventory
information. Because.. from master org (mm hyd12) to retrive information of that
organization assigned to member organization(mm bglr12)..
III.
Create another organization as MM GOA11
Here organization: mm goa11
For this organization I’l assign this org as a member under master org (mm
hyd12)
Nav: setup organization copy maintain interface
24.
25. You should give your organization name
Group code
Location
Organization code
And click populate interface table option
Nav: setup organization copy launch organization
26. Here am gving model organization is mbg(mm bglr12).
Actually previus mmbglr12 organization .. for this.. I created master organization in
inventory information option. Then master organization will automatically assigned
costing, other accounts,receiving parameters automatically.
Similarly.. for this mm goa12 organization..
Assigning this organization to master organization..
27. But retriving parameter options automatically for mm goa12 from mm
bglr12(member org) .. but not from master org..
This is one kind of copy org scenario..
Then submit.
And save.
For this you want to check the status
Go with
Nav: viewrequests
28.
29. Out status is in bottom option identify with name and request id.
Status is completed , normal..
View out put..
That’s it.
So, up to now we done..
1.how to create locations
2. how to create organization
3. how to create organization is a member to other organization (master)
4. using organization copy option
5. using launch organization option
6. member to member information copy
30. Now, see the master organization, members organizations like...
Mmhyd12 ---------------- (master organization)
|
--------------------------------
| |
Mmbglr2 mmgoa11 ------ (member organizations)
DEFINE SUBINVENTORIES INAN ORGANIZATIONS:
Simple way of expaination:
INVENTORY: which means keep the goods, items, etc., in stock locations
INVENTORY ORGANIZATION: collection of stock locations
That stock locations in an particular organization called SUB INVENTORY.
INVENTORY ORGANIZATION
| | |
ORG1 ORG2 ORG3
| | |
Invnentory inventory inventory
| | |
Sub inv sub inv sub inv
1.Define subinventories in mm bglr12 :
Change the organization as mm bglr12
Nav:setupchange organization
Nav: setup organizationssubinventory
31. In this way you should assign subinventories to each organizations.
32. ORGANIZATION ACCESS:
Previously we used login with : operations
Pwd : welcome
This is default login .
But I want to create my own user name, password
For giving the access (responsibilities)to this user only, so
1.How can I create user id
2. how can I responsibilities
3. how can I restrictions to the particular user.
Create responsibility:
Responsibility : system administrator
34. DEFINE LOGIN WITH YOUR OWN USER NAME :
Responsibility:system administrator
Nav: securityuserdefine
35.
36. In this above form I am able to creating login details for my own id.
Username:mmuser
Password:mmbala
Mmbala
Youshould give two time pwd in that column
I am giving responsibilities in this above form
My own inventory :mminv
System administrator
Invenotory visin operations
37. Check the organizations access in you own inventory see below
Ex: actually we have 3 organiations like
Mm hyd12
Mm bglr12
Mm goa11
My master org: mm hyd12 (mih)
Under master org we assigned remaining orgs are as a member
organizations.
I want to give access only for my own responsibility :MMINV
But not INVENTORY VISION OPERTAIONS.
Then see how can I give restrictions for my own inventory(mminv) for
organizations.
EX:
Mih (mm hyd12) access from mminv, but not from inventory vision operations(usa)
how it will ?
38.
39.
40.
41. MIH is not visible in inventory vision operations (usa) ..
Mminv only has the permission.. it vsibile only in mminv.
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